Business Services Deposit Specialist

AmFirst • Birmingham, AL

2d

About The Position

Assists business account members and branch staff with all Business Deposit Services banking needs, including but not limited to: treasury management services, transactions, account opening/maintenance, online banking and mobile banking assistance, onboarding, cross-selling of products and services, and resolution of member service issues. Also responsible for providing support to branch staff in the daily administration of deposit relationships.

Requirements

• Three years to five years of similar or related experience.
• A high school education or GED.
• Strong knowledge of financial institution deposit products and the associated regulations governing those products.
• Strong verbal and written skills.
• Experience reviewing business entity and account-related documents.
• Strong critical thinking and problem-solving skills to meet member needs.
• Able to navigate multiple computer systems and applications and utilize search tools to find information needs.
• Treasury Management experience is required.

Responsibilities

• Assist and/or open business, share, and checking accounts according to the guidelines outlined in the Business Account Manual. Perform document review for complex business structures and assist branch personnel with interpreting that information. Act as a subject matter expert for branch personnel in assisting with opening and/or qualifying new accounts and making changes to existing accounts as necessary. Assist members and branch teams with Treasury Management services-related questions and onboarding.
• Perform reviews on file maintenance-related tasks for Business Services. Review and track new, overdrawn, dormant, and closed accounts as necessary. Assist in the coordination of Deposit Services related functions such as returned mail, deceased accounts, account maintenance, and routine associated daily tasks. Provide member support for any online banking issues or questions.
• Assist members and/or the branch network as necessary with issues or questions concerning their accounts, explaining service charges, statement concerns, product features, etc. This could include training in person, onsite, and in group settings.
• Maintain compliance with related regulations and credit union policies and procedures. This could include assistance in updates, revisions and/or creation of related manuals.
• Performs other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED